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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Everspire (swap one in):+ Brendel Financial Advisors LLC $260.2M · Hanover, NH+ Rfm Financial Solutions, LLC $260.1M · Mt. Pleasant, MI+ Promethium $235.3M · Bethesda, MD+ Whvp $235.2M · Zurich
Midvale, UT
Carlsbad, CA
Troy, MI
Assets under management$247.7M$260.1M$235.3M
Asset growth, last 2 years+59%+151%+19%
Advisory staff1555
Individual clients803109723
Assets per client$308K$2.4M$325K
Clients per advisor5422145
Main custodianFidelitySchwabPershing
Filing with the SEC since201920212012 or earlier
Tools in their stack35–
People on Advicer.bio1945

From each firm's latest Form ADV (Jul 2026, May 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolEverspireVistica Wealth Advisors, LLCSpectrum Financial Resources
Schedule Apps
CalendlyUses itUses it–
GReminders–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
OrionUses itUses it–
Website Builders
WebflowUses itUses it–

Custodians on Form ADV: Everspire: Fidelity, Etc Brokerage Services, LLC · Vistica Wealth Advisors, LLC: Schwab · Spectrum Financial Resources: Pershing, Schwab